# Stewart & Tate, INC. DC Plan
Source: https://planprovider.pro/companies/stewart-tate-inc-plan

> Stewart & Tate, INC.'s DC plan: 175 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stewart & Tate, INC.

- **Sponsor EIN:** 231624612

- **Sponsor Address:** 950 SMILE WAY, YORK, PA, 17404

- **Plan Type:** DC

- **Total Participants:** 175

- **Total Assets:** $27.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|175|$27.9M|$973,399|$457,285|

| 2023|181|$26.3M|$943,071|$451,618|

| 2022|168|$23.3M|$844,182|$454,525|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| RKL, LLP|Auditor|$10,345|—|$10,345|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RKL, LLP](https://planprovider.pro/provider/rkl-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $10,345

- **Estimated Expense Ratio:** 0.037% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$169,688|$95,808|$45,754|$10,345|—|

| 2023|$141,362|$74,670|$37,169|$8,545|—|

| 2022|$163,093|$110,721|$44,022|—|$8,350|

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